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BHAM
New Participant
January 29, 2021
Solved

How to create a segment

  • January 29, 2021
  • 1 reply
  • 1450 views

I am trying to create a segment for the users who have never logged into the site but they are available in the CRM with ID

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    Best answer by josejr19
    Correct you should have an evar set to capture log in state. As for profile merge rule that is a great point, you need to pass in the ID in an ID sync and need to set the authentication level at that point. My question now would be at what point do we know the users id to pass into the ID sync? Because we need this to pull the CRM data up from AAM but typically you have this ID when the user logs in.

    1 reply

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    josejr19
    New Participant
    January 29, 2021

    @bham I would consider having a trait that uses a signal that every CRM user in AAM has and look for it to exists, or simply create a new flag for every user, maybe CRMUSER=true. That will tell us they are part of the onboarded data. Then if I have an integration with Adobe Analytics I would use the log in event as an exclusion rule. Then create a segment of those two traits. 

      A
      amarNJ
      New Participant
      January 29, 2021
      Thank you @josejr19 for the reply, some clarification. So according to you i should have a "SIGNAL" identifier in the onboarded data which will tell me that its a CRM record and create a Trait. Afterwards i should be able to create a segment using Online Trait and onboarded Trait with PMR (Last Authenticated Profile -->Profile Merge Device Graphs)? I am still trying to understand Analytics piece, do you mean i should create a data element to store login status?
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